See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,377 | $138,044-72.9% | $125,339-70.2% | $134,475-72.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.33% | 750.33%-761.7pp | 572.05%-583.4pp | 417.96%-429.3pp |
| Employer contribution / active EE | $2,040 | $5,243-61.1% | $4,814-57.6% | $4,740-57.0% |
| Participant deferral / active EE | $2,225 | $7,799-71.5% | $7,446-70.1% | $6,400-65.2% |
| Admin fee / account holder | $314 | $11,571-97.3% | $10,010-96.9% | $11,426-97.2% |